# Sherwood Financial Partners, LLC

> Sherwood Financial Partners, LLC is an SEC-registered investment advisory firm in Westlake Village, CA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 30, 2026.

- CRD: 301329
- Filed as: SHERWOOD FINANCIAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Westlake Village, CA
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/301329
- AdvisorCensus page: https://advisorcensus.com/firm/sherwood-financial-partners-llc-westlake-village-ca-301329

## Quick answers

**How is Sherwood Financial Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sherwood Financial Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Sherwood Financial Partners, LLC charge?**
Its Form ADV Part 2A brochure dated April 30, 2026 states: Hourly rate: $500 an hour (Financial Planning Fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Sherwood Financial Partners, LLC located?**
Sherwood Financial Partners, LLC's principal office is in Westlake Village, CA, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Sherwood Financial Partners, LLC registered with the SEC or a state?**
Sherwood Financial Partners, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 301329.

**How much does Sherwood Financial Partners, LLC manage?**
Sherwood Financial Partners, LLC reports $293,848,203 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary).

**How have Sherwood Financial Partners, LLC's assets and staff changed since 2022?**
In the Form ADV data for Sherwood Financial Partners, LLC: Regulatory assets under management: $126,845,675 in the October 2022 data and $293,848,203 in the October 2026 data, up 132%. Total employees: 4 in October 2022 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sherwood Financial Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (48); high net worth individuals (39); charitable organizations (1).

**Which custodians does Sherwood Financial Partners, LLC use?**
Sherwood Financial Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Sherwood Financial Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/301329

**Does Sherwood Financial Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 30, 2026 says: "The minimum account size for SFPL’s services is $1,500,000 however SFPL, in its sole discretion, may provide services to clients who do not meet this threshold."

**What changed in Sherwood Financial Partners, LLC's recent Form ADV filings?**
In the May 2026 filing data: Added an office in Broomfield, CO.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated April 30, 2026)

- Account minimum: $1,500,000 (the brochure says it may be waived or negotiated)

> The minimum account size for SFPL’s services is $1,500,000 however SFPL, in its sole discretion, may provide services to clients who do not meet this threshold.

- Hourly rate: $500 an hour (Financial Planning Fees)

> The hourly fee for these services is $500.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $293,848,203
- Discretionary: $293,784,299
- Non-discretionary: $63,904

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 48 | $20,237,019 |
| High net worth individuals | 39 | $236,189,524 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $37,421,660 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Broomfield, CO

### Websites listed on Form ADV (Item 1.I)
- [sherwoodfp.com](https://sherwoodfp.com)
- [substack.com/@matthewgdavis](https://substack.com/@matthewgdavis)
- Facebook @sherwoodfp
- LinkedIn @40707771

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $126,845,675 | 4 | September 21, 2022 |
| October 2023 | $113,357,373 | 5 | February 27, 2023 |
| October 2024 | $291,577,855 | 8 | April 26, 2024 |
| October 2025 | $258,056,925 | 8 | March 24, 2025 |
| October 2026 | $293,848,203 | 6 | April 30, 2026 |

Regulatory assets under management: $126,845,675 in the October 2022 data and $293,848,203 in the October 2026 data, up 132%.
Total employees: 4 in October 2022 and 6 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Added an office in Broomfield, CO.

### April 2026
- Regulatory assets under management went from $258,056,925 to $293,848,203 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sherwood Financial Partners, LLC (CRD 301329): Form ADV filing data as of October 2026.